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Dimensional US Marketwide Value ETF

564 hedge funds and large institutions have $8.9B invested in Dimensional US Marketwide Value ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 172 increasing their positions, 199 reducing their positions, and 15 closing their positions.

Holders
564
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
8.18%
Holding in Top 10
89
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.29%
New
41
Increased
172
Reduced
199
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWS
76
Juncture Wealth Strategies
Arizona
$16.8M +$4.63M +113,101 +38%
AF
77
Allworth Financial
California
$16.8M +$206K +5,026 +1%
Mariner
78
Mariner
Kansas
$16.7M +$1.15M +28,030 +7%
MG
79
Mather Group
Illinois
$16.3M -$129K -3,470 -0.8%
KA
80
Kooman & Associates
Pennsylvania
$16.3M +$178K +4,346 +1%
HIGP
81
Hill Investment Group Partners
Missouri
$16.3M -$418K -10,211 -3%
GFA
82
Grunden Financial Advisory
Texas
$16.3M -$249K -6,095 -2%
CA
83
Claris Advisors
Missouri
$16M -$6.75K -165 -0%
AAM
84
Austin Asset Management
Texas
$16M -$493K -12,063 -3%
PWM
85
PBMares Wealth Management
Virginia
$15.6M -$11.8K -289 -0.1%
LFG
86
Larson Financial Group
Missouri
$15.3M -$514K -12,570 -3%
WRPWM
87
Werba Rubin Papier Wealth Management
California
$15.2M -$107K -2,616 -0.7%
ALWM
88
Andrews Lucia Wealth Management
California
$15.1M +$92.4K +2,260 +0.6%
KAM
89
Kraft Asset Management
Tennessee
$13.8M -$287K -7,020 -2%
RCI
90
RS Crum Inc
California
$13.6M +$5.14M +125,725 +60%
MFWP
91
Mosaic Family Wealth Partners
Missouri
$13.6M -$796K -19,464 -6%
AFG
92
Altiora Financial Group
Ohio
$13M +$201K +4,913 +2%
W
93
WPWealth
Texas
$12.9M -$868K -21,219 -6%
FSWA
94
Financial Synergies Wealth Advisors
Texas
$12.7M -$1.92M -46,834 -13%
DPI
95
Diversified Portfolios Inc
Michigan
$12.5M -$107K -2,614 -0.8%
SWM
96
Sterling Wealth Management
Illinois
$12.2M +$221K +5,409 +2%
SFA
97
Sequoia Financial Advisors
Ohio
$12M -$171K -4,185 -1%
SWA
98
ShankerValleau Wealth Advisors
Illinois
$12M -$353K -8,630 -3%
KAS
99
Kestra Advisory Services
Texas
$11.9M +$561K +13,722 +5%
RFA
100
RTD Financial Advisors
Pennsylvania
$11.8M -$261K -6,388 -2%